SourcingSourcing

GARDNER LEWIS ASSET MANAGEMENT LP

B58
CRD 105033·SEC 801-36476·CHADDS FORD, PA
AUM
$456.5M
$100M-$500M
Est. Revenue
$4.6M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GARDNER LEWIS ASSET MANAGEMENT LP
CRD
105033
SEC file #
801-36476
EIN
000000000
DBA names
—

Economics

AUM
$456.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$1.21B → $456.5M▼ -62%
Client mix
Pooled Investment Vehicles11
Investment Companies1

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
8 advisors → 5 advisors▼ -37%
Primary office
CHADDS FORD PA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
chesapeakefunds.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GARDNER, WILLIAM, WHITFIELD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
GARDNER, WILLIAM, WHITFIELD
GARDNER LEWIS ASSET MANAGEMENT, INC.
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CHESAPEAKEFUNDS.COM
Rdap Domain Creation Date
1996-12-06T05:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001135121
Edgar Registered
Yes
Edgar Filing Count
106
Edgar First Filing Date
2001-02-15
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
88
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0000919574-26-003102
Edgar Former Names
BRANDYWINE MANAGERS LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Goldman Sachs34
E*trade4
Northern Trust2
Edgar Addresses
Mailing
7234 LANCASTER PIKEHOCKESSIN, DE 19707
Business
7234 LANCASTER PIKEHOCKESSIN, DE 19707
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-14 · 0000919574-26-003102
13F-HR2026-02-13 · 0000919574-26-000819
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-12-05T05:00:00Z
Rdap Domain Last Changed
2024-10-06T06:27:21Z
Rdap Nameservers
Ns23.worldnic.comNs24.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1362488
Trust Company Affiliate
No

People (2)

2
GARDNER, WILLIAM, WHITFIELD
IAR · Direct Owner · 87.5%
1362488
DENISE M CARUSO
Executive Officer · 2.5%
7023136